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2024 MASBO Summer Conference
Attending this event?
Welcome to the MASBO Summer Conference! We’re glad you’re here!
Monday, June 10
 

8:00am MDT

New SBO Academy
Welcome/Introductions: Records Retention, Fixed Assets & Depreciation Schedules, Fish Bowl Q&A, Mock Board Meeting, and Preperation for the TFS.  Presented by Donnie McVee and Shay Baize, MASBO, with special guests! 

Speakers
avatar for Donnie McVee

Donnie McVee

Interim Services/Professional Development Coordinator, MASBO
avatar for Shay Baize

Shay Baize

Interim Services/Professional Development Coordinator, MASBO


Monday June 10, 2024 8:00am - 5:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:00am MDT

OPI AIM/ Infinite CampusTraining
This session is hosted by both your local AIM superstar, Nicole Thuotte, and her favorite Campus Minion, Mary Anne Skinner! We'll spend the day with Business Managers, District Clerks, and Admin wanting to know more about TEAMs, TOE, and EOY Reporting. Each part of the day will have workshop time so you can work directly with the experts. Get your District lined out to streamline your State reporting and maximize your money!

Speakers
avatar for Nicole Thuotte

Nicole Thuotte

AIM Unit Manager, OPI
avatar for Mary Anne Skinner

Mary Anne Skinner

Director of Infinite Campus Support Services, School Services of Montana
Mary Anne Skinner is an Infinite Campus Certified Trainer and Implementation Manager with School Services of MT. As the Director of Infinite Campus Support Services, she enjoys onsite & virtual trainings across the state along with getting to know the amazing staff members of each... Read More →


Monday June 10, 2024 8:00am - 5:00pm MDT
Yellowstone Meeting Room
 
Tuesday, June 11
 

9:00am MDT

C&C School Accounting User Group
For users of C & C School Accounting Software

Speakers
avatar for David Bardwell

David Bardwell

President, C&C School Accounting


Tuesday June 11, 2024 9:00am - 10:00am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:00am MDT

Tyler Technology User Group
School ERP Pro User Group Meeting:  Come & Connect with fellow colleagues, learn new facets/updates on the software, share best practices and learn how to use the system more efficiently, including Tips-n-Tricks and answering questions.

Speakers
avatar for Diana B Betancourt

Diana B Betancourt

Client Relations Manager, Tyler Technologies
Diana has been with Tyler Technologies for 24 years and started her exciting journey in March of 2001 as a Senior Product Consultant. As a Senior Product Consultant, she was responsible for client implementations, trainings, and consulting.  She is currently the Client Relations... Read More →



Tuesday June 11, 2024 9:00am - 2:00pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:00am MDT

Black Mountain Software User Group
Tuesday June 11, 2024 9:00am - 5:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:00am MDT

OPI Q&A on Infinite Campus/AIM
Speakers
avatar for Nicole Thuotte

Nicole Thuotte

AIM Unit Manager, OPI


Tuesday June 11, 2024 9:00am - 5:00pm MDT
Yellowstone Meeting Room

4:00pm MDT

Conference Registration
Tuesday June 11, 2024 4:00pm - 6:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

4:30pm MDT

MASBO Board Meeting
Tuesday June 11, 2024 4:30pm - 7:00pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA
 
Wednesday, June 12
 

7:15am MDT

Mentor Mentee Breakfast
Wednesday June 12, 2024 7:15am - 8:15am MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:00am MDT

Stress Relief - Get Some Puppy Play Time

Wednesday June 12, 2024 8:00am - 11:00am MDT
Parlor 1030

8:00am MDT

Conference Registration
Testing for members with approved application on file. Test must be scheduled prior to conference week.

Wednesday June 12, 2024 8:00am - 3:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:30am MDT

A Paperless Business Office: The Impossible Dream
Some say it is a myth. Is it even possible to have a paperless business office? We'll answer that by collaboratively building a Better Purchase Request in less than one hour.

Speakers
avatar for Terry Bybee

Terry Bybee

Co-founder of Flow Forms, a Montana software company., Flow Forms
Terry Bybee is the co-founder of Flow Forms, a Montana software company. He loves public education, building forms and VHS tapes.


Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1031

8:30am MDT

Changing the Dynamics of School Transportation, It Starts With YOU!
Session Learning and Objectives:
  • Don’t settle for the minimum - Integration for all students with all needs.
  • Driver retention by building relationships and trust.
  • Meeting the State Standard: Clearinghouse, Training, Record Keeping
  • Safety by the numbers.
Session Details:
Perhaps you haven’t noticed, but parenting responsibilities have changed over
the past few decades. The migration of responsibilities and expectations has resulted in
Transportation Specialists being required to not only transport students from home to
school and back, but we have also been tasked with making these trips as counselors,
behavior specialists, medical providers, and safety officers. These changes can be
positive by opening our minds and putting aside the belief that this is just the way it has
always been done. We should look to new and innovative ways to positively change
our industry. We need to learn how to collaborate with our special needs departments,
parents, and district administrations about new best practices and meeting the needs of
students and our bus support team.

Speakers
avatar for Zada Stampler

Zada Stampler

Transportation Director, Laurel Public Schools
Zada Stamper is the Transportation Director for Laurel Public Schools in Laurel,Montana for the last 22 years. She has served as President and as a Board Memberfor the Montana Association for Pupil Transport (MAPT). She additionally works as atrainer for MAPT where she travels the... Read More →


Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Jeopardy Criminal Records Edition
“I’ll take Criminal Records & Identification Services Section for 1200 please, Alex!”  In this session we will review the process, procedures and required documentation necessary to submit federal fingerprint-based background checks through the state of Montana.

Speakers
avatar for Mernie McCarl

Mernie McCarl

Trainer, Criminal Records & Identification Services Section, Montana Department of Justice
Mernie McCarl is the Criminal Records Trainer at Montana Criminal Records & Identification Services Section (CRISS), Division of Criminal Investigation.  In her role she has the opportunity to train law enforcement, courts and prosecutors in the creation and maintenance of criminal... Read More →


Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Let's Talk About Stress: Reducing Employee Stress & Burnout
Learn about stress and workplace burnout and why it is one of the most important issues to address at your school. This integrative presentation will provide real life techniques to reduce your stress and learn skills to prevent your own workplace burnout.  

Speakers
avatar for Katie Ball

Katie Ball

JOY A Wellness Boutique
Katie completed her Undergraduate degree in Counseling Psychology and her Master’s degree in Social Work, focusing on Community Mental Health and Wellness. Katie has spent her career within the Healthcare industry supporting patient’s mental health in hospitals and clinics. She... Read More →



Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Milligan Spreadsheets
Speakers
AM

Adam Milligan

Owner, Milligan School Data


Wednesday June 12, 2024 8:30am - 9:30am MDT
Board Room

8:30am MDT

Wed 830 session 4
Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Wed 830 session 7
Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

OPI Medley
In this presentation we will be presenting on a variety of topics including budget amendments,
Indian Education for All, Reserves, Program Codes, and more.

Speakers
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Autumn Belmont

Autumn Belmont

Budget Anaylst, OPI
Autumn Belmont is a graduate of Boise State University where she received a Bachelor of Business Administration in Accounting and a Master of Science in Accountancy, Taxation. Autumn previously worked at the Department of Revenue for 3.5 years and has been working as a Budget Analyst... Read More →
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.
avatar for Laci Novark

Laci Novark

Budget Analyst, OPI
Ms. Novark joined the School Finance team in October of 2022. Laci has 10 years of experience working in the banking industry as well as 5 years of experience in Healthcare Finance. Laci was most recently a District Clerk for 6.5 years, where she learned the rewards of a career supporting... Read More →
avatar for Alivia Skeslien-Jenkins

Alivia Skeslien-Jenkins

Budget Analyst, OPI
Ms. Skeslien-Jenkins joined the School Finance team in July of 2023 as a Budget Analyst. Alivia graduated from North Dakota State University with a Bachelor’s in Business Administration. After five years in Fargo, ND, Alivia decided it was time to return to her Montana roots. She... Read More →


Wednesday June 12, 2024 8:30am - 10:40am MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Tyler User Group: School ERP Pro User Group Meeting
Speakers
avatar for Diana B Betancourt

Diana B Betancourt

Client Relations Manager, Tyler Technologies
Diana has been with Tyler Technologies for 24 years and started her exciting journey in March of 2001 as a Senior Product Consultant. As a Senior Product Consultant, she was responsible for client implementations, trainings, and consulting.  She is currently the Client Relations... Read More →


Wednesday June 12, 2024 8:30am - 10:40am MDT
Yellowstone Meeting Room

8:30am MDT

Wonder Wednesday: OPI AIM/INfinite Campus Training
WONDER WEDNESDAY - Ever wonder how life could be made easier for State Reporting? Couldn't attend Monday? Join us for a 3 hour session on everything you may need to know about TEAMs, TOE, EOY Attendance, State Reporting, CNP, and MORE! Tips and tricks for all who join us.

Speakers
avatar for Nicole Thuotte

Nicole Thuotte

AIM Unit Manager, OPI
avatar for Mary Anne Skinner

Mary Anne Skinner

Director of Infinite Campus Support Services, School Services of Montana
Mary Anne Skinner is an Infinite Campus Certified Trainer and Implementation Manager with School Services of MT. As the Director of Infinite Campus Support Services, she enjoys onsite & virtual trainings across the state along with getting to know the amazing staff members of each... Read More →


Wednesday June 12, 2024 8:30am - 11:50am MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Changing the Dynamics of School Transportation, It Starts With YOU!
Session Learning and Objectives:
  • Don’t settle for the minimum - Integration for all students with all needs.
  • Driver retention by building relationships and trust.
  • Meeting the State Standard: Clearinghouse, Training, Record Keeping
  • Safety by the numbers.
Session Details:
Perhaps you haven’t noticed, but parenting responsibilities have changed over
the past few decades. The migration of responsibilities and expectations has resulted in
Transportation Specialists being required to not only transport students from home to
school and back, but we have also been tasked with making these trips as counselors,
behavior specialists, medical providers, and safety officers. These changes can be
positive by opening our minds and putting aside the belief that this is just the way it has
always been done. We should look to new and innovative ways to positively change
our industry. We need to learn how to collaborate with our special needs departments,
parents, and district administrations about new best practices and meeting the needs of
students and our bus support team.

Speakers
avatar for Zada Stampler

Zada Stampler

Transportation Director, Laurel Public Schools
Zada Stamper is the Transportation Director for Laurel Public Schools in Laurel,Montana for the last 22 years. She has served as President and as a Board Memberfor the Montana Association for Pupil Transport (MAPT). She additionally works as atrainer for MAPT where she travels the... Read More →


Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Jeopardy! Criminal Records Edition
“I’ll take Criminal Records & Identification Services Section for 1200 please, Alex!”  In this session we will review the process, procedures and required documentation necessary to submit federal fingerprint-based background checks through the state of Montana.

Speakers
avatar for Mernie McCarl

Mernie McCarl

Trainer, Criminal Records & Identification Services Section, Montana Department of Justice
Mernie McCarl is the Criminal Records Trainer at Montana Criminal Records & Identification Services Section (CRISS), Division of Criminal Investigation.  In her role she has the opportunity to train law enforcement, courts and prosecutors in the creation and maintenance of criminal... Read More →


Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Let's Talk About Stress: Reducing Employee Stress and Burnout
Learn about stress and workplace burnout and why it is one of the most important issues to address at your school. This integrative presentation will provide real life techniques to reduce your stress and learn skills to prevent your own workplace burnout.  

Speakers
avatar for Katie Ball

Katie Ball

JOY A Wellness Boutique
Katie completed her Undergraduate degree in Counseling Psychology and her Master’s degree in Social Work, focusing on Community Mental Health and Wellness. Katie has spent her career within the Healthcare industry supporting patient’s mental health in hospitals and clinics. She... Read More →



Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

OPI ESSER
Speakers

Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1031

9:40am MDT

Special Education Cooperatives Group Meeting
This workshop will review funding of Special Education Cooperatives and ways they work together with school districts to provide support services for special education. Topics included will be uses of funds, maintenance of effort, cash flow/request of dollars, flowthrough dollars to member districts and the accounting of those dollars, where to find sources on OPI website, and other topics that are brought up in discussion group at the end of presentation. 

Speakers
avatar for Roger Heimbigner

Roger Heimbigner

Business Mgr/Clerk, Yellowstone W Carbon Co Coop


Wednesday June 12, 2024 9:40am - 10:40am MDT
Board Room

9:40am MDT

Wed 930 session 4
Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Wed 930 session 7
Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

ASBO Live – Jeopardy Game Show
Participants will join a Jeopardy team and will be challenged with Montana Fun Facts, Financial Recognition, ASBO Events, Award Programs, Online Engagement, and Advocacy. Participants will be competing for ASBO Bucks. Presented by Jim Rowan, CEO/Executive Director, ASBO International.

Speakers
avatar for JIm Rowan

JIm Rowan

CEO/Executive Director, ASBO International


Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

Audit Preparation
  • What an audit is.
  • How to prepare for an audit and what to expect.
  • What information will the auditor will ask for.
  • What final product will be and your responsibilities.
    • Type of audit opinions.
    • If there are any findings how severe they are

Speakers
avatar for Anthony B. Gerharz Jr.

Anthony B. Gerharz Jr.

Secnior Manager, CPA, Wipfli
Anthony Gerharz is a senior manager in Wipfli LLP’s government, and educationpractice. Having focused on the government industry his entire career, he hasextensive experience with financial and compliance audits of local governmentsand is also knowledgeable about regulatory reporting... Read More →


Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

MAPT
Speakers
ME

Michael Edwards

Harlow's School Bus Services, Stevensville Transportation Manager, Stevensville Public Schools
Over 15 years in school busing, Michael  started as a school bus driver for Corvallis Public Schools.Over six years as Transportation Director for Corvallis Public Schools. Has driven Commerical Trucks for several years;HSI-certified 1st Aid/CPR Instructor and Train the Trainer Instructor... Read More →


Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

OPI ESSER
Speakers

Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1031

10:50am MDT

Special Education Cooperatives Group Meeting
This workshop will review funding of Special Education Cooperatives and ways they work together with school districts to provide support services for special education. Topics included will be uses of funds, maintenance of effort, cash flow/request of dollars, flowthrough dollars to member districts and the accounting of those dollars, where to find sources on OPI website, and other topics that are brought up in discussion group at the end of presentation. 

Speakers
avatar for Roger Heimbigner

Roger Heimbigner

Business Mgr/Clerk, Yellowstone W Carbon Co Coop


Wednesday June 12, 2024 10:50am - 11:50am MDT
Board Room

10:50am MDT

Wed 1050 session 1
Wednesday June 12, 2024 10:50am - 11:50am MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

Wed 1050 session 2
Wednesday June 12, 2024 10:50am - 11:50am MDT
Yellowstone Meeting Room

10:50am MDT

Wed 1050 session 5
Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

Wed 1050 session 6
Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

12:00pm MDT

Opening Session Luncheon & Keynote
Wednesday June 12, 2024 12:00pm - 2:30pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

2:30pm MDT

Break & Visit Exhibitors
Wednesday June 12, 2024 2:30pm - 3:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

3:00pm MDT

Improving School Facilities: Overview of the Capital Planning, Bond Election and Bond Financing Process
Are your School District’s facilities in need of capital improvement projects? Do you see a potential need for bond financing in your future? If you are considering a big or small project and wonder where to start, this seminar will provide information for everyone including a bond market overview and helpful insights from an experienced school business official who has recently worked through the capital planning, bond election and bond issuance process and is currently in the construction phase. Presented by Julie Jones (Laurel School Districts), Bridget Ekstrom and Crystal Vogl (D.A. Davidson & Co.), Dan Semmens and Courtney Ellis (Dorsey & Whitney)

Speakers
avatar for Bridget Ekstrom

Bridget Ekstrom

Managing Director, Public Finance Banker, D.A. Davidson
Bridget has over 30 years’ experience with D.A. Davidson & Co. andis located in our Bozeman Public Finance Office. Bridget specializes inproviding underwriting and advisory services to schools and localgovernments across Montana. Bridget is a native of Fort Benton and agraduate... Read More →
avatar for Dan Semmens

Dan Semmens

Partner, Dorsey & Whitney
Dan has been with Dorsey & Whitney in the Missoula office since 2001. Heis a public finance partner whose practice focuses on issuer representation andregularly serves as Bond Counsel to school districts. In the role of BondCounsel, he helps schools and other public entities by providing... Read More →
avatar for Julie Jones

Julie Jones

District Clerk/Business Manager, Laurel Public Schools
Julie is the District Clerk/Business Manager of the Laurel Elementary andHigh School Districts, a position she has held with the Districts sinceNovember 2020. Prior to joining the Districts, Julie was the DistrictClerk/Business Manager for Fromberg K-12 Schools for six years. Shepreviously... Read More →
avatar for Crystal Vogl

Crystal Vogl

Senior Vice President, Senior Public Finance Analyst, D.A. Davidson & CO.
Crystal has worked in Public Finance with D.A. Davidson & Co. since2000 and is located in our Great Falls Corporate Headquarters. Crystalspecializes in municipal transactions and analytical support for clients inMontana as well as throughout the Pacific Northwest. Crystal is a nativeof... Read More →
avatar for Courtney Ellis

Courtney Ellis

Partner, Dorsey & Whitney LLP
Courtney represents issuers, underwriters, and borrowers in a variety ofpublic finance transactions. She advises state and local government clientsregarding the range of financing tools available under state law, and acts asbond counsel on a wide range of revenue bond financings... Read More →


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

MAPT
Speakers
ME

Michael Edwards

Harlow's School Bus Services, Stevensville Transportation Manager, Stevensville Public Schools
Over 15 years in school busing, Michael  started as a school bus driver for Corvallis Public Schools.Over six years as Transportation Director for Corvallis Public Schools. Has driven Commerical Trucks for several years;HSI-certified 1st Aid/CPR Instructor and Train the Trainer Instructor... Read More →


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Mastering the Facility Finance Game: School Renovations, Capital Projects, Energy Performance, and Capital Equipment Replacement Funding
Representatives from McKinstry will discuss Design - Build procurement and energy performance
contract methods for school construction, renovation projects and affordable staff house construction.
The session will begin with the legal basis for alternative procurement from Montana Codes 18-2-501
through 18-2-503 and progress through engagement of Design-Build teams to evaluate and plan for
bond/reserve elections by bundling construction, architecture, and engineering services.
The session will also provide an overview of our capital planning and maintenance assessments being
used by several schools throughout Montana. This assessment provides an accurate equipment listing,
helps districts extend the life of equipment, and provides proactive information for capital equipment
budgeting. Our assessment coupled with our Reveal software is a tool for yearly capital budget planning
and much more.

Speakers
avatar for Bob Moore

Bob Moore

Account Executive McKinstry Co., LLC., McKinstry
Bob Moore worked as a music educator in Idaho and Oregon before moving to Montana. He served as aschool administrator for 30 years in the Montana communities of Livingston, Manhattan, andStevensville. Bob received his undergraduate degree from the College of Idaho and attained his... Read More →


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1031

3:00pm MDT

Medicaid Reimbursements for IEP Based Services provided in Montana Schools
Come learn about Medicaid reimbursements for students with eligible direct care services.  We will cover what services qualify and cover steps for submitting claims to DPHHS.  Bring your questions and prepare to learn something new!

Speakers
avatar for Lisa Waterman

Lisa Waterman

Medicaid Billing Program Manager, SSOM


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

OPI Show Me the Money
Speakers
avatar for Nicole Thuotte

Nicole Thuotte

AIM Unit Manager, OPI
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Wed 300 Session 10
Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Board Room

3:00pm MDT

Wed 300 session 2
Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Yellowstone Meeting Room

3:00pm MDT

Wed 300 session 3
Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Wed 300 session 4
Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Wed 300 session 5
Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

4:30pm MDT

Cookie Decorating
Wednesday June 12, 2024 4:30pm - 6:30pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

4:30pm MDT

Hat Burning
Wednesday June 12, 2024 4:30pm - 6:30pm MDT
Yellowstone Meeting Room

5:00pm MDT

Golf
Buses load out the side Convention Center doors between 4-430pm

Wednesday June 12, 2024 5:00pm - 7:00pm MDT
Yegen Golf Course 1390 Zimmerman Trail, Billings, MT 59102

7:00pm MDT

Dinner
Wednesday June 12, 2024 7:00pm - 9:30pm MDT
Outdoor Courtyard
 
Thursday, June 13
 

7:30am MDT

Breakfast & Visit Exhibitors
Thursday June 13, 2024 7:30am - 8:30am MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:00am MDT

Sunshine Fund
Thursday June 13, 2024 8:00am - 6:30pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:00am MDT

Conference Registration
Thursday June 13, 2024 8:00am - Friday June 14, 2024 3:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:30am MDT

Bank Outside of the County
 The session will cover banking considerations, paperwork to file to move your funds, monthly reconciling, investments, and FDIC coverage.

Speakers
avatar for Denise Mason

Denise Mason

Business Mgr/Clerk, East Glacier Park
avatar for TJ Harold-Marmon

TJ Harold-Marmon

Business Mgr/Clerk, Ronan


Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1031

8:30am MDT

Clean School Bus and Clean Heavy Duty Vehicles Programs
The presentation from the EPA highlights funding opportunities for school districts. These opportunities provide funding for school districts to replace their old buses with low and zero-emission school buses. Low and zero-emission school buses is one of EPA’s objectives to protect the developing lungs of children. The presentation gives an overview of the current funding opportunities and how to apply to them.

Speakers
avatar for Volpe Vo

Volpe Vo

Environmental Engineer, EPA Region 8 Air Permitting and Grants Management Branch
Volpe Vo is a project officer for the EPA’s Clean School Bus Program in Region 8, covering the states of Colorado, Utah, Wyoming, Montana, North Dakota, and South Dakota. Although relatively new to the EPA, Volpe is still passionate about children’s health and would love to talk... Read More →
avatar for YeChan Lim

YeChan Lim

Technical Lead, EPA Region 8 Air Permitting and Grants Management Branch
YeChan Lim currently serves as the technical lead for EPA’s Clean School Bus Program in Region 8, covering the states of Colorado, Utah, Wyoming, Montana, North Dakota, and South Dakota. YeChan is passionate about sustainable transportation and would love to connect with school... Read More →


Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Let's Talk About Stress: Reducing Employee Stress and Burnout
Learn about stress and workplace burnout and why it is one of the most important issues to address at your school. This integrative presentation will provide real life techniques to reduce your stress and learn skills to prevent your own workplace burnout. 

Speakers
avatar for Katie Ball

Katie Ball

JOY A Wellness Boutique
Katie completed her Undergraduate degree in Counseling Psychology and her Master’s degree in Social Work, focusing on Community Mental Health and Wellness. Katie has spent her career within the Healthcare industry supporting patient’s mental health in hospitals and clinics. She... Read More →



Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Thurs 830 session 10
Thursday June 13, 2024 8:30am - 9:30am MDT
Board Room

8:30am MDT

Thurs 830 session 5
Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Thurs 830 Session 6
Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Tyler Technologies User Group
School ERP Pro User Group Meeting:  Come & Connect with fellow colleagues, learn new facets/updates on the software, share best practices and learn how to use the system more efficiently, including Tips-n-Tricks and answering questions.

Speakers
avatar for Diana B Betancourt

Diana B Betancourt

Client Relations Manager, Tyler Technologies
Diana has been with Tyler Technologies for 24 years and started her exciting journey in March of 2001 as a Senior Product Consultant. As a Senior Product Consultant, she was responsible for client implementations, trainings, and consulting.  She is currently the Client Relations... Read More →


Thursday June 13, 2024 8:30am - 9:30am MDT
Yellowstone Meeting Room

8:30am MDT

Wage & Hour
This workshop is comprised of general information to provide insight and clarification regarding Wage and Hour laws and their application to school districts.

Speakers
avatar for Karla Ivie

Karla Ivie

Compliance Specialist, Montana Department of Labor & Industry Employment Standards Division
I am a Compliance Specialist with the Department of Labor.  I have a bachelor's in forensic psychology and a master's in criminal justice.  I worked for the agency from 2010 through 2013 and, after a short career in the Department of Corrections, I returned to the agency in 2021... Read More →


Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

OPI Medley
In this presentation we will be presenting on a variety of topics including budget amendments,
Indian Education for All, Reserves, Program Codes, and more.

Speakers
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Autumn Belmont

Autumn Belmont

Budget Anaylst, OPI
Autumn Belmont is a graduate of Boise State University where she received a Bachelor of Business Administration in Accounting and a Master of Science in Accountancy, Taxation. Autumn previously worked at the Department of Revenue for 3.5 years and has been working as a Budget Analyst... Read More →
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.
avatar for Laci Novark

Laci Novark

Budget Analyst, OPI
Ms. Novark joined the School Finance team in October of 2022. Laci has 10 years of experience working in the banking industry as well as 5 years of experience in Healthcare Finance. Laci was most recently a District Clerk for 6.5 years, where she learned the rewards of a career supporting... Read More →
avatar for Alivia Skeslien-Jenkins

Alivia Skeslien-Jenkins

Budget Analyst, OPI
Ms. Skeslien-Jenkins joined the School Finance team in July of 2023 as a Budget Analyst. Alivia graduated from North Dakota State University with a Bachelor’s in Business Administration. After five years in Fargo, ND, Alivia decided it was time to return to her Montana roots. She... Read More →


Thursday June 13, 2024 8:30am - 10:40am MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Audit Preparation
  • What an audit is.
  • How to prepare for an audit and what to expect.
  • What information will the auditor will ask for.
  • What final product will be and your responsibilities.
    • Type of audit opinions.
    • If there are any findings how severe they are

Speakers
avatar for Anthony B. Gerharz Jr.

Anthony B. Gerharz Jr.

Secnior Manager, CPA, Wipfli
Anthony Gerharz is a senior manager in Wipfli LLP’s government, and educationpractice. Having focused on the government industry his entire career, he hasextensive experience with financial and compliance audits of local governmentsand is also knowledgeable about regulatory reporting... Read More →


Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Clean School Bus and Clean Heavy Duty Vehicles Programs
The presentation from the EPA highlights funding opportunities for school districts. These opportunities provide funding for school districts to replace their old buses with low and zero-emission school buses. Low and zero-emission school buses is one of EPA’s objectives to protect the developing lungs of children. The presentation gives an overview of the current funding opportunities and how to apply to them.

Speakers
avatar for Volpe Vo

Volpe Vo

Environmental Engineer, EPA Region 8 Air Permitting and Grants Management Branch
Volpe Vo is a project officer for the EPA’s Clean School Bus Program in Region 8, covering the states of Colorado, Utah, Wyoming, Montana, North Dakota, and South Dakota. Although relatively new to the EPA, Volpe is still passionate about children’s health and would love to talk... Read More →
avatar for YeChan Lim

YeChan Lim

Technical Lead, EPA Region 8 Air Permitting and Grants Management Branch
YeChan Lim currently serves as the technical lead for EPA’s Clean School Bus Program in Region 8, covering the states of Colorado, Utah, Wyoming, Montana, North Dakota, and South Dakota. YeChan is passionate about sustainable transportation and would love to connect with school... Read More →


Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

OPI E-Grants
Speakers

Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1031

9:40am MDT

Presenting Budgets to Trustees
Presenting Budgets to Trustees. School finance is a massive subject and
takes most of us a few years to get a handle on, right? And, public speaking is people’s
biggest fear! Mix these together and you get a significant portion of our duties! We are
going to discuss ways to help our volunteer school board members feel comfortable
with adopting the budgets and help you master your game. This is geared more for
New Clerks, but if you’re an old pro, come and share your wisdom.

Speakers
avatar for Lacey Porrovechhio

Lacey Porrovechhio

Business Mgr/Clerk, Bigfork Schools
Lacey grew up in the Flathead Valley (straight out of the canyon!) and now lives inBigfork with her husband and 3 sons. She has been the School Business Official atBigfork School District for ten years. She was the assistant business manager for 3years before that and is very thankful... Read More →


Thursday June 13, 2024 9:40am - 10:40am MDT
Yellowstone Meeting Room

9:40am MDT

Thurs 940 session 1
Thursday June 13, 2024 9:40am - 10:40am MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Thurs 940 session 10
Thursday June 13, 2024 9:40am - 10:40am MDT
Board Room

9:40am MDT

Thurs 940 session 4
Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Thurs 940 session 5
Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Thurs 940 session 7
Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:40am MDT

Break/Visit Exhibitors
Thursday June 13, 2024 10:40am - 11:00am MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

11:00am MDT

Improving School Facilities: Overview of the Capital Planning, Bond Election and Bond Financing Process
Are your School District’s facilities in need of capital improvement projects? Do you see a potential need for bond financing in your future? If you are considering a big or small project and wonder where to start, this seminar will provide information for everyone including a bond market overview and helpful insights from an experienced school business official who has recently worked through the capital planning, bond election and bond issuance process and is currently in the construction phase. Presented by Julie Jones (Laurel School Districts), Bridget Ekstrom and Crystal Vogl (D.A. Davidson & Co.), Dan Semmens and Courtney Ellis (Dorsey & Whitney)

Speakers
avatar for Bridget Ekstrom

Bridget Ekstrom

Managing Director, Public Finance Banker, D.A. Davidson
Bridget has over 30 years’ experience with D.A. Davidson & Co. andis located in our Bozeman Public Finance Office. Bridget specializes inproviding underwriting and advisory services to schools and localgovernments across Montana. Bridget is a native of Fort Benton and agraduate... Read More →
avatar for Dan Semmens

Dan Semmens

Partner, Dorsey & Whitney
Dan has been with Dorsey & Whitney in the Missoula office since 2001. Heis a public finance partner whose practice focuses on issuer representation andregularly serves as Bond Counsel to school districts. In the role of BondCounsel, he helps schools and other public entities by providing... Read More →
avatar for Julie Jones

Julie Jones

District Clerk/Business Manager, Laurel Public Schools
Julie is the District Clerk/Business Manager of the Laurel Elementary andHigh School Districts, a position she has held with the Districts sinceNovember 2020. Prior to joining the Districts, Julie was the DistrictClerk/Business Manager for Fromberg K-12 Schools for six years. Shepreviously... Read More →
avatar for Crystal Vogl

Crystal Vogl

Senior Vice President, Senior Public Finance Analyst, D.A. Davidson & CO.
Crystal has worked in Public Finance with D.A. Davidson & Co. since2000 and is located in our Great Falls Corporate Headquarters. Crystalspecializes in municipal transactions and analytical support for clients inMontana as well as throughout the Pacific Northwest. Crystal is a nativeof... Read More →
avatar for Courtney Ellis

Courtney Ellis

Partner, Dorsey & Whitney LLP
Courtney represents issuers, underwriters, and borrowers in a variety ofpublic finance transactions. She advises state and local government clientsregarding the range of financing tools available under state law, and acts asbond counsel on a wide range of revenue bond financings... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Master Student Activity Funds
Ready to ace next year's student activity funds? Curious about which funds go into the Student Activity Account? Want insider tips on best practices for internal controls? Join the Student Activities Committee for a dynamic session that will help you navigate the course without hitting any sand traps or water hazards!

Speakers
avatar for TJ Harold-Marmon

TJ Harold-Marmon

Business Mgr/Clerk, Ronan
avatar for Stacy Montgomery

Stacy Montgomery

Business Mgr/Clerk, Forsyth & Kircher
avatar for Carrie Fisher

Carrie Fisher

Director of Finance, Belgrade Schools


Thursday June 13, 2024 11:00am - 12:00pm MDT
Yellowstone Meeting Room

11:00am MDT

Medicaid Reimbursements for IEP Based Services provided in Montana Schools
Come learn about Medicaid reimbursements for students with eligible direct care services.  We will cover what services qualify and cover steps for submitting claims to DPHHS.  Bring your questions and prepare to learn something new!

Speakers
avatar for Lisa Waterman

Lisa Waterman

Medicaid Billing Program Manager, SSOM


Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

OPI E-Grants
Speakers

Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1031

11:00am MDT

Teach Act
We will be presenting on the Teach Act (Teacher Incentive Program). How to know if your
school and your teachers qualify, how to enter your teachers into Infinite Campus, what to
expect from the OPI during the verification process, and how to remove your disqualified
teachers from participating. We will have time for questions from schools at the end and are
more than happy to try to answer all questions.

Speakers
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Autumn Belmont

Autumn Belmont

Budget Anaylst, OPI
Autumn Belmont is a graduate of Boise State University where she received a Bachelor of Business Administration in Accounting and a Master of Science in Accountancy, Taxation. Autumn previously worked at the Department of Revenue for 3.5 years and has been working as a Budget Analyst... Read More →
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.
avatar for Laci Novark

Laci Novark

Budget Analyst, OPI
Ms. Novark joined the School Finance team in October of 2022. Laci has 10 years of experience working in the banking industry as well as 5 years of experience in Healthcare Finance. Laci was most recently a District Clerk for 6.5 years, where she learned the rewards of a career supporting... Read More →
avatar for Alivia Skeslien-Jenkins

Alivia Skeslien-Jenkins

Budget Analyst, OPI
Ms. Skeslien-Jenkins joined the School Finance team in July of 2023 as a Budget Analyst. Alivia graduated from North Dakota State University with a Bachelor’s in Business Administration. After five years in Fargo, ND, Alivia decided it was time to return to her Montana roots. She... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Thurs 1100 session 1



Thursday June 13, 2024 11:00am - 12:00pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Thurs 1100 session 10
Thursday June 13, 2024 11:00am - 12:00pm MDT
Board Room

11:00am MDT

Thurs 1100 session 4
Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Thurs 1100 session 5
Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Wage & Hour
This workshop is comprised of general information to provide insight and clarification regarding Wage and Hour laws and their application to school districts.

Speakers
avatar for Karla Ivie

Karla Ivie

Compliance Specialist, Montana Department of Labor & Industry Employment Standards Division
I am a Compliance Specialist with the Department of Labor.  I have a bachelor's in forensic psychology and a master's in criminal justice.  I worked for the agency from 2010 through 2013 and, after a short career in the Department of Corrections, I returned to the agency in 2021... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

12:00pm MDT

Business Meeting Luncheon
Thursday June 13, 2024 12:00pm - 1:30pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

1:40pm MDT

Meal Counting & Claiming for Child Nutrition Programs
Sponsors participating in the Child Nutrition Programs must have accurate and reliable systems for counting meals served. We’ll discuss some requirements, such as: performing required edit checks, when/where to count meals, submitting claims for reimbursement, reimbursement rates, meal pricing, free and reduced meal benefit issuance, maximizing use of DCA, Medicaid eligibility, qualifying for CEP, how eligible students can qualify for the new Summer-EBT program, new non-congregate meal service options available to sponsors participating in the Summer Food Service Program (SFSP) and more. This overview is a deeper dive of some of the fundamentals involved with issuing program benefits to students and accurately counting/claiming meals.

Speakers
avatar for Allie Wolf

Allie Wolf

Data Analyst, OPI
Alie Wolf is a Data Analyst at the Montana Office of Public Instruction, School Nutrition Programs.  She works to improve program integrity and access to school meals.  She is a key member of the team that developed and continues to enhance the Direct Certification Application (DCA... Read More →
avatar for Rochelle Davies

Rochelle Davies

School Nutrition Program Specialist, OPI
Rochelle Davies is a Registered Dietitian Nutritionist and traveling Specialist for the Montana Office of Public Instruction School Nutrition Programs unit. She has enjoyed meeting hundreds of school nutrition professionals since starting in 2017, and frequently brags about the beautiful... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Medicaid Random Moment Training
Speakers
avatar for Laurie Nelson

Laurie Nelson

School Based Services Program Officer for Montana Medicaid, Health Resources Division of the Department of Public Health and Human Services (DPHHS)
Laurie Nelson works for the Health Resources Division of the Department of Public Health and Human Services (DPHHS) as the School Based Services Program Officer for Montana Medicaid. Within this role Laurie is responsible for managing the policy and procedures of Medicaid’s School... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

OPI Federal Programs
This session will be offered by Zach Hawkins, OPI Title I and Federal Programs Director, and
Serena Wright, OPI Title III Specialist. It is designed to assist clerks and school business
professionals in better understanding how to track, manage, and report Title and Federal funds
that their districts might receive. Specific topics will include Title programs and their objectives,
the e-grants system, and coding and reporting expenses and activities. Additional information
will be provided regarding school year timelines and deadlines as well as contact information for
relevant staff at the OPI.

Speakers
avatar for Zach Hawkins

Zach Hawkins

Title I/Federal Programs Director, OPI
Zach Hawkins has worked at the OPI since 2018. He served as the IndianEducation for All Director before assuming the role of Title I/Federal ProgramsDirector and Private School Ombudsman. Prior to joining the OPI, he workedin Federal college access programs for 12 years, most notably... Read More →
SW

Serena Wright

State Homeless Coordinator of Education, Title III and Title I, Part A Coordinator, and Family Engagement Specialist, OPI
Serena Wright is the State Homeless Coordinator of Education, Title III and Title I, Part ACoordinator, and Family Engagement Specialist at the Office of Public Instruction for the Stateof Montana.Throughout Serena’s entire 18+ years, teaching career, she worked with students who... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Presenting Budgets to Trustees
School finance is a massive subject and takes most of us a few years to get a handle on, right? And, public speaking is people’s biggest fear! Mix these together and you get a significant portion of our duties! We are going to discuss ways to help our volunteer school board members feel comfortable with adopting the budgets and help you master your game. This is geared more for New Clerks, but if you’re an old pro, come and share your wisdom.

Speakers
avatar for Lacey Porrovechhio

Lacey Porrovechhio

Business Mgr/Clerk, Bigfork Schools
Lacey grew up in the Flathead Valley (straight out of the canyon!) and now lives inBigfork with her husband and 3 sons. She has been the School Business Official atBigfork School District for ten years. She was the assistant business manager for 3years before that and is very thankful... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1031

1:40pm MDT

Teach Act
We will be presenting on the Teach Act (Teacher Incentive Program). How to know if your
school and your teachers qualify, how to enter your teachers into Infinite Campus, what to
expect from the OPI during the verification process, and how to remove your disqualified
teachers from participating. We will have time for questions from schools at the end and are
more than happy to try to answer all questions.

Speakers
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Autumn Belmont

Autumn Belmont

Budget Anaylst, OPI
Autumn Belmont is a graduate of Boise State University where she received a Bachelor of Business Administration in Accounting and a Master of Science in Accountancy, Taxation. Autumn previously worked at the Department of Revenue for 3.5 years and has been working as a Budget Analyst... Read More →
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.
avatar for Laci Novark

Laci Novark

Budget Analyst, OPI
Ms. Novark joined the School Finance team in October of 2022. Laci has 10 years of experience working in the banking industry as well as 5 years of experience in Healthcare Finance. Laci was most recently a District Clerk for 6.5 years, where she learned the rewards of a career supporting... Read More →
avatar for Alivia Skeslien-Jenkins

Alivia Skeslien-Jenkins

Budget Analyst, OPI
Ms. Skeslien-Jenkins joined the School Finance team in July of 2023 as a Budget Analyst. Alivia graduated from North Dakota State University with a Bachelor’s in Business Administration. After five years in Fargo, ND, Alivia decided it was time to return to her Montana roots. She... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Yellowstone Meeting Room

1:40pm MDT

Thurs 140 session 10
Thursday June 13, 2024 1:40pm - 2:40pm MDT
Board Room

1:40pm MDT

Thurs 140 session 4
Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Thurs 140 session 5
Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Thurs 140 session 8
Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Wage & Hour
This workshop is comprised of general information to provide insight and clarification regarding Wage and Hour laws and their application to school districts.

Speakers
avatar for Karla Ivie

Karla Ivie

Compliance Specialist, Montana Department of Labor & Industry Employment Standards Division
I am a Compliance Specialist with the Department of Labor.  I have a bachelor's in forensic psychology and a master's in criminal justice.  I worked for the agency from 2010 through 2013 and, after a short career in the Department of Corrections, I returned to the agency in 2021... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

2:40pm MDT

Break & Visit Exhibitors
Thursday June 13, 2024 2:40pm - 3:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

3:00pm MDT

FUN with FRAM
A look into FRAM and how IC can make this a smooth process for districts to use, report, and claim those funds - we'll show you the BEST way to import Direct Cert Medicaid and FRAM eligibilities along with a peak into Online FRAM applications!

Speakers
avatar for Tamara Blanchard

Tamara Blanchard

Certified Training & Support, Infinite Campus
I live in Frenchtown Montana, have certifications in Infinite Campus Support, Training, Implementation. I work forSchool Services of Montana which is A Non Profit Educational Support Services Organization out of Bozeman.My first 15 years of Educational Support Positions were done... Read More →
avatar for Mary Anne Skinner

Mary Anne Skinner

Director of Infinite Campus Support Services, School Services of Montana
Mary Anne Skinner is an Infinite Campus Certified Trainer and Implementation Manager with School Services of MT. As the Director of Infinite Campus Support Services, she enjoys onsite & virtual trainings across the state along with getting to know the amazing staff members of each... Read More →



Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Master Student Activity Funds
Ready to ace next year's student activity funds? Curious about which funds go into the Student Activity Account? Want insider tips on best practices for internal controls? Join the Student Activities Committee for a dynamic session that will help you navigate the course without hitting any sand traps or water hazards!

Speakers
avatar for TJ Harold-Marmon

TJ Harold-Marmon

Business Mgr/Clerk, Ronan
avatar for Stacy Montgomery

Stacy Montgomery

Business Mgr/Clerk, Forsyth & Kircher
avatar for Carrie Fisher

Carrie Fisher

Director of Finance, Belgrade Schools


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Medicaid Random Moment Training
Speakers
avatar for Laurie Nelson

Laurie Nelson

School Based Services Program Officer for Montana Medicaid, Health Resources Division of the Department of Public Health and Human Services (DPHHS)
Laurie Nelson works for the Health Resources Division of the Department of Public Health and Human Services (DPHHS) as the School Based Services Program Officer for Montana Medicaid. Within this role Laurie is responsible for managing the policy and procedures of Medicaid’s School... Read More →


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

OPI Federal Programs
This session will be offered by Zach Hawkins, OPI Title I and Federal Programs Director, and
Serena Wright, OPI Title III Specialist. It is designed to assist clerks and school business
professionals in better understanding how to track, manage, and report Title and Federal funds
that their districts might receive. Specific topics will include Title programs and their objectives,
the e-grants system, and coding and reporting expenses and activities. Additional information
will be provided regarding school year timelines and deadlines as well as contact information for
relevant staff at the OPI.

Speakers
avatar for Zach Hawkins

Zach Hawkins

Title I/Federal Programs Director, OPI
Zach Hawkins has worked at the OPI since 2018. He served as the IndianEducation for All Director before assuming the role of Title I/Federal ProgramsDirector and Private School Ombudsman. Prior to joining the OPI, he workedin Federal college access programs for 12 years, most notably... Read More →
SW

Serena Wright

State Homeless Coordinator of Education, Title III and Title I, Part A Coordinator, and Family Engagement Specialist, OPI
Serena Wright is the State Homeless Coordinator of Education, Title III and Title I, Part ACoordinator, and Family Engagement Specialist at the Office of Public Instruction for the Stateof Montana.Throughout Serena’s entire 18+ years, teaching career, she worked with students who... Read More →


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Yellowstone Meeting Room

3:00pm MDT

School Nutrition Programs 101
Get ready for a fast-paced overview of the School Nutrition Programs. This class is perfect for new(er) clerks and business officials that want to gain perspective of what SNP covers. Attendees will learn the basic requirements to successfully operate School Nutrition Programs, where to find helpful resources to keep your district on track, how to prepare for an Administrative Review, requirements to maintaining your district’s fund-12 account, best practices with determining free and reduced meal eligibility through the certification and benefit issuance process, how to maximize use of the Direct Certification Application (DCA) system to save time and resources, qualify for CEP and issue Summer-EBT benefits to eligible students. Presented by Rochelle Davies,  RDN, LN, SNS, Specialist, School Nutrition Programs, Montana Office of Public Instruction and Alie Wolf, Data Analyst, School Nutritions Programs, Montana Office of Public Instruction.

Speakers
avatar for Allie Wolf

Allie Wolf

Data Analyst, OPI
Alie Wolf is a Data Analyst at the Montana Office of Public Instruction, School Nutrition Programs.  She works to improve program integrity and access to school meals.  She is a key member of the team that developed and continues to enhance the Direct Certification Application (DCA... Read More →
avatar for Rochelle Davies

Rochelle Davies

School Nutrition Program Specialist, OPI
Rochelle Davies is a Registered Dietitian Nutritionist and traveling Specialist for the Montana Office of Public Instruction School Nutrition Programs unit. She has enjoyed meeting hundreds of school nutrition professionals since starting in 2017, and frequently brags about the beautiful... Read More →


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1031

3:00pm MDT

Thurs 300 session 10
Thursday June 13, 2024 3:00pm - 4:00pm MDT
Board Room

3:00pm MDT

Thurs 300 session 3
Thursday June 13, 2024 3:00pm - 4:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Thurs 300 session 5
Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Thurs 300 session 6
Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Thurs 300 session 8
Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

5:00pm MDT

Dinner
Thursday June 13, 2024 5:00pm - 6:00pm MDT
Outdoor Courtyard

6:00pm MDT

Master Your Game
Thursday June 13, 2024 6:00pm - 9:00pm MDT
Outdoor Courtyard
 
Friday, June 14
 

7:30am MDT

Breakfast
Friday June 14, 2024 7:30am - 8:30am MDT
Yellowstone Meeting Room

8:30am MDT

MTSBA School Law
Friday June 14, 2024 8:30am - 10:00am MDT
Yellowstone Meeting Room

10:00am MDT

Break
Friday June 14, 2024 10:00am - 10:15am MDT
Yellowstone Meeting Room

10:15am MDT

Closing Session & Prize Giveaway
Friday June 14, 2024 10:15am - 11:00am MDT
Yellowstone Meeting Room
 
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